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Save your favourite reports

You can save frequently used reports, so that you can find them easily in the future! Learn how here.

Updated over 3 years ago

You may find that you use some reports more frequently than others. Our quick-access "favourite's menu" allows you to save reports you want to revisit.

  • Tailor the report with the filters that you would like to keep and revisit

  • Name the report with a custom title

Customise your favourites to specifications that best fit you personally. Favourite's are user-specific and can only be accessed within your reporting portal.

How to Save a Favourite Report

1. Load the desired report and apply filters you wish to save (date range will not be saved).

2. Click the star icon in the top-right-hand area of the reporting page

3. Click 'Save as Favourite'

4. Choose a name for your report and click 'Save'.

Remove a favourite report or edit the name by using their respective icons in the favourite's menu.

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